EnerVest, Ltd.

Institutional manager·CIK 0001375345
Annual return '25
+2.7%
SPY '25
+17.7%
Alpha
-15.0ptsvs SPY
Invested
$5.7B
Holdings
12
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-5%+0%+20%EnerVest, +2.7%SPY +17.7%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR
01
$LOAR
LOAR HOLDINGS INC
Held since at least Q1 2024
38.4%
02
$LAD
LITHIA MTRS INC
Held since at least Q1 2024
14.6%
03
$GOOGL
ALPHABET INC
Q1 2026: Increased +100.0% (111 → 222 shares)
10.6%
04
$SGI
SOMNIGROUP INTERNATIONAL INC
Held since at least Q1 2024
9.1%
05
$ABG
ASBURY AUTOMOTIVE GROUP INC
Held since at least Q1 2024
8.8%
06
$CPNG
COUPANG INC
Held since at least Q1 2024
5.4%
07
$WTW
WILLIS TOWERS WATSON PLC LTD
Held since at least Q1 2024
4.2%
08
$META
META PLATFORMS INC
Q4 2025: New position (2 shares)
3.8%
09
$UHAL/B
U HAUL HOLDING COMPANY
Held since at least Q1 2024
2.7%
10
$ET
ENERGY TRANSFER L P
Held since at least Q1 2024
1.8%
See all 12 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence participation lands with the Pattern Engine.

Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.